October 2025

Welcome to the October 2025 release of Latner Software. We introduced Branch Level Permissions & Emails, Checklist Templates for Work Orders, Stock on Hand Journals for Xero, and a suite of Serialized Stock Modifications. Alongside these, we delivered major improvements to rental contracts, equipment management, billing, and user experience. Please see below for the details of our changes.

Summary of changes:

New Features

Branch Level Permissions

Permissions can now be set for users per branch allowing for finer access controls such as only allowing editing of contracts by users from that branch.

Email Signatures

Users can set up a signature that will be included when sending emails from Latner.

Checklist Templates on Work Orders

Checklist Templates can now be added to any Work Order via the Options menu.

Stock on Hand Journals for Xero

Stock movements can now be synced to Xero as stock on hand journals.

Serialized Stock Modifications

Pre‑sale inspections with checklists are now automatically created when serialized stock is added to a sales order.
Transport dockets can now be generated for sales orders.
Retail prices can be stored against serialized stock and flow through to sales orders.
Serialized stock can now be converted into rental equipment.
Serialized stock records now display total cost, purchase price, capital prep cost, sale price, margin, and margin percentage.
Serialized stock import now available

Other Updates & Improvements

Create Opportunities directly from CRM Daybook Screen
Main Equipment Photo included on Rental Contracts
Ability to search Sub Hire Equipment Number on Rental Contracts & Work Orders
Added a setting to control automatic creation of Sub Hire Invoices
Show deposit value on the Rental Contract PDF and Invoice totals
Option to postpone Rental Contracts backwards
Ability to add Damage Waiver to Rental Contract detail lines
Allowed multi-selecting Branches on Transport Allocation
Ability to add default Damage Waiver values per Equipment Class
Added phone & email details to Rental Contract contact drop down
Option to disable Service Schedules on a specific piece of Equipment
Option to delete Service Schedules that are set on an Equipment Class / Model
Ability to mark Equipment as Customer‑Owned when selling
Ability to search notes from Equipment screen
Contact Name visible on Equipment Due for Service screen
Added Meter Reading to Public Equipment Portal
Ability to choose visible tabs in Public Equipment Portal
Added Service Category and Reason as Revenue Group By filter options
Added Purchase Order Number to Cycle Billing preview
Added Payment Terms filter to Cycle Billing screen
Allow Minimum Charge and Excess Hours rate to be changed after invoicing has started
Prices can now be stored against labour services in Configuration
Allowed adding fuel lines in Additional Items
New table view for tracking Stock movements
Ability to drag modal dialog screens
New Digital Time Picker on mobile screens
Plus a range of smaller fixes and performance improvements.